Portfolio Consultant Resume Samples

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M Kuhlman

Madaline

Kuhlman

124 Willie Turnpike

San Francisco

+1 (555) 934 3953

124 Willie Turnpike

San Francisco

Phone

p +1 (555) 934 3953

Experience Experience

New York, NY

Portfolio Consultant

New York, NY

Gutkowski-Krajcik

New York, NY

Portfolio Consultant

Jointly work with MAMSB branch management to provide portfolio and investment advisory services to UTAs and their clients
Works effectively with internal staff, including operations and product management, to promote the success of the PowerShares product line
Provides direct support of Fiserv clients’ card portfolio risk management programs (debit, credit, prepaid) from a risk consulting perspective
Works with Divisional Sales Director to develop an assigned territory of offices/clients
Works with Regional and National Sales Managers, National Accounts, and Internal Wholesalers to resolve any account problems that may arise
Analyzes and evaluates fraud system data integrity and makes recommendations for enhancements
Do you want to work for a firm who is investing in cutting edge solutions to help clients meet their financial objectives in this digital age?

San Francisco, CA

Senior Portfolio Consultant

San Francisco, CA

Hessel-Carroll

San Francisco, CA

Senior Portfolio Consultant

Assist in attribution analysis on investment managers including KC Partners, DOF II, and IVI (Knall/Cohen managed partnerships)
Assist in researching new investment managers: hedge funds, funds of hedge funds, private equity funds, separate accounts, mutual funds
Listen to manager conference calls or conduct calls with managers on timely basis
Listen to manager conference calls and attend manager meetings
Lead sub-advisor duties with Capital Cities offshore fund of funds – due diligence on managers, conference calls, assist in researching new managers, and manager attribution
Assist in writing client letters for KC Partners, DOF II, and IVI (Knall/Cohen managed partnerships)
Ensure manager database is complete and accurate with monthly/quarterly net returns, including preparation of quarterly report that summarizes returns

present

Detroit, MI

Portfolio Consultant, Senior

Detroit, MI

Blanda, Bins and Johnson

present

Detroit, MI

Portfolio Consultant, Senior

present

Develop and execute an ongoing growth strategy to increase penetration, activation and usage
Create benchmarks of current portfolio performance to track against
Solid working knowledge of Microsoft Office tools with a focus on Excel and PowerPoint
Collaborate with Marketing team to develop successful marketing campaigns
Develop ROI’s to highlight the client value associated with the growth strategy
Support Sales and Account Management in closing/renewing client opportunities
Establish a deep relationship with assigned clients in order to form a collaborative partnership

Education Education

Bachelor’s Degree in Finance With Minimum

Cornell University

Bachelor’s Degree in Finance With Minimum

Skills Skills

4-6 years industry experience, specifically strong investment management knowledge and experience. Wealth management industry experience is
6-8 years industry experience, specifically strong investment management knowledge and experience
Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast paced environment
Ability to independently handle a variety of responsibilities simultaneously and be able to prioritize those tasks
Ability to prepare and analyze data in a logical manner and be able to summarize findings to both a technical and non-technical audience
Working knowledge of workstations and database software
Strong analytical and problem solving skills
Ability to work productively in a team-oriented environment
Strong verbal and written skills
Strong communication and interpersonal skills

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Treasury Portfolio Consultant Resume Examples & Samples

Able to work under pressure to deliver the individual sales target
Fluent in English, Cantonese and Mandarin
Mature, hardworking and team player

Portfolio Consultant Resume Examples & Samples

This individual will work with RIAs, bank trusts, Rep as PM, and other advisors who have a similar team-specific analytical function. Their role will be to retain and service existing allocations, identify new opportunities for additional allocations, and prospect their territory for like advisors (in conjunction with the SAC)
The PC will need to have an extensive knowledge of investment strategies and the investment marketplace and understand how to address special needs of the research function that these firms possess. In addition to these direct responsibilities, he/she will have a shared responsibility to ensure that the firm is presenting its best team to both influential parties and decision makers throughout the sales process
Independently navigate through the majority of the due diligence process and investment servicing needs of a client
Minimum of 10 years of asset management experience, preferably in a platform gatekeeper, consultant relations, product management or high net worth sales role
Investment expertise is crucial for this role
Strong academic credentials with an undergraduate degree required; an MBA or CFA is preferred

Portfolio Consultant Resume Examples & Samples

Follows-up on existing producers and continuing production within this group of selling brokers
Acts as a communicator to all institutional accounts to be sure that the sales management of the firm is informed as to the current changes in PowerShares, and new products that are being launched
Acts as a communicator to all institutional accounts to be sure that the sales management of the firm is informed as to sales promotion programs such as PSU events that are being offered in their area
Based on customer needs, designs a systematic business plan to expand sales
Activities supporting the above functions include sales meetings, public seminars with existing clients, one on one sales activates with key institutional contacts
Completely understand and be able to articulate the key features and benefits of the ETF such as Tax Efficiency and Trading flexibility
Works closely with Index Providers in order to gain full understanding of the Index and ETF and its benefit to the client
Responsible for abiding by all rules of compliance, especially the clearance of material used in the field
The image and actions with outside broker-dealers/RIA’s are key aspects. Conduct and quality of presentation must always be at very high levels
Communicates regularly with institutional contacts by personal visits and phone/email to ensure that their needs are being met and they are up to date and familiar with our products
Prepares and delivers product presentations to both internal and external audiences
Works effectively with internal staff, including operations and product management, to promote the success of the PowerShares product line
Five or more years of field Wholesaling experience is required
Three or more years of institutional sales required
Previous ETF experience strongly preferred
Presentation, communication (verbal and written) and selling skills, particularly in a consultative, relationship manner
The ability to succeed in team environment is critical. Interpersonal skills required for communicating up to ninety percent of the work time with clients

Senior Portfolio Consultant Resume Examples & Samples

Lead due diligence process on new investment managers
Lead annual ongoing due diligence on existing investment managers
Lead sub-advisor duties with Capital Cities offshore fund of funds – due diligence on managers, conference calls, assist in researching new managers, and manager attribution
Enhance ongoing due diligence monitoring of private equity funds
Review audited financials
Review Form ADVs filed with SEC
Listen to manager conference calls or conduct calls with managers on timely basis
Review private equity summaries prepared by Susan Whiteside
Enhance ongoing due diligence monitoring of separate account managers
Assist in researching new investment managers: hedge funds, funds of hedge funds, private equity funds, separate accounts, mutual funds
Ensure manager database is complete and accurate with monthly/quarterly net returns, including preparation of quarterly report that summarizes returns
Listen to manager conference calls and attend manager meetings
Read investment letters and communicate material items for further discussion
Prepare written summaries of investment managers and strategies for clients
Assist in writing client letters for KC Partners, DOF II, and IVI (Knall/Cohen managed partnerships)
Prepare quarterly report of returns of foundation clients and asset allocation, including Cambridge Associates clients we serve on board/investment committee
Assist in attribution analysis on investment managers including KC Partners, DOF II, and IVI (Knall/Cohen managed partnerships)
Assist the coordination of audits of KC Partners, DOF II, IVI, and other partnerships audited by Katz, Sapper & Miller (KS&M)
Review hedge fund disclosures currently in place and ensure all hedge fund disclosure paperwork has been signed by clients (compliance)
Bachelor's degree required, Business, Finance or related field
Requires at least 2-3 years industry experience, audit experience a plus

Portfolio Consultant Institutional Resume Examples & Samples

Further develop existing relationships while identifying new business opportunities
Works closely with assigned Internal Sales person in promoting PowerShares products
Works with Regional Sales Manager, National Accounts and Internal Wholesalers to implement a business plan that will expand PowerShares current market share and overall visibility
Works with Regional and National Sales Managers, National Accounts, and Internal Wholesalers to resolve any account problems that may arise
Represents PowerShares at industry conferences and meetings
Experience within the institutional channel strongly preferred
ETF sales experience strongly preferred
Must also demonstrate initiative and the ability to implement and follow through on business plans and sales strategies
Excellent analytical and organizational skills required to determine the needs of the advisors while communicating product information, and time management skills required in order to effectively meet the needs of the territories(s)

Advisory Portfolio Consultant Resume Examples & Samples

Working closely with the Portfolio Leader to continuously improve the self-service experience for staff
Project manage the creation and maintenance of community-aligned enablers for inclusion in the technical and firm-wide learning curriculum
Working with the portfolio leader to assess and develop future learning based on user needs analysis, and the Knowledge Awareness and Adoption (KAA) learning methodology
Working with Brand, Marketing and Communications (BMC) team to create manage and build out a rolling issues-based communications calendar to highlight how knowledge tools and insights help users with their daily client service, and business development activities
Raising awareness and developing tools and enablers for a suite of community-aligned knowledge products to help staff to self-serve independent of location or time zone
The evolution of established global knowledge learning and enablers
Monitoring, assessing and reporting KAA Portfolio activities to help determine future initiatives
The completion of special projects and designated A&A activities
A minimum of 5 years related experience in a knowledge, learning or communications role with a proven track record
Bachelor’s degree in a related discipline or equivalent work experience
Experience in developing learning and awareness programs
Experience in coaching, mentoring, negotiating and listening skills
Excellent English skills spoken and written, additional language will be an asset
Good networking, relationship-building and influencing skills
Demonstrates ability to interface with all levels of management
Successfully manage competing priorities, multiple projects and senior stakeholders with varying perspectives
Must be willing to challenge status quo using diplomacy as required

Portfolio Consultant Resume Examples & Samples

Follows-up on existing producers and continuing production within this group of selling Financial Advisors
Opening new firms by calling on Top Producing Fee Based Advisors
Acts as a communicator to all key firms within a particular geographic region to be sure that the sales management of the firm is informed as to the current changes in PowerShares products, new products that are added to our family of ETF, and sales promotion programs that PowerShares is offering in their area
Works with Regional Sales Manager to develop an assigned territory of offices/clients. Based on customer needs, designs a systematic business plan to expand sales
Activities supporting the above functions include broker sales meetings, public seminars with existing clients, one on one sales activates with key advisors
Works closely with assigned Generalist counterpart as a team in promoting the Invesco GDP story
Works closely with index providers in order to gain full understanding of the index and its benefit to the client
The image and actions with outside broker-dealers are key aspects. Conduct and quality of presentation must always be at very high levels
Works with Regional Sales Manager, National Accounts and Internal Wholesalers to implement a territory business plan that will expand Invesco PowerShares current market share and overall visibility
Communicates regularly with Financial Advisors by personal visits and phone/email to ensure that their needs are being met and they are up to date and familiar with our products. Works with Regional and National Sales Managers, National Accounts, and Internal Wholesalers to resolve any account problems that may arise
Five or more years of field Wholesaling experience in the financial services industry is required
Previous ETF experience is strongly preferred

Project Portfolio Consultant Resume Examples & Samples

Determine the priority, size and scope of each project request
Interface with senior leadership as a trusted partner and subject matter expert
Coach other project portfolio consultants, based on areas of expertise, to increase their knowledge base
Work with technology groups to determine the level of effort, capacity and timing of work needed
Work with portfolio managers and department subject matter experts to identify resources and constraints
Reach across the organization to other portfolio groups to determine dependencies and synergy opportunities
Identify benefit measurements to support benefit realization at project completion
Oversee project request activities to ensure process governance and identify opportunities for improvement
Handle resource escalation issues for the business, technology and PMO
Complete project documentation and approvals necessary for moving projects from the request phase to initiation
Collaborate with project portfolio managers to identify cross-project dependencies and synergies
Bachelor’s Degree in Computer Science, Business or related technical field, or equivalent work experience
Eight years of relevant work experience in an enterprise PMO
Expert knowledge of PPM methodologies and a wide breadth of experience collaborating with diverse stakeholders in order to drive consensus
Analytical, problem-solving and decision-making skills to develop business cases and handle resource constraints, schedule conflicts/delays, budget overages, etc
Written and verbal communications skills to document projects and articulate messages to a variety of audiences
Interpersonal and relationship-building skills to influence others toward a common goal in order to achieve results
Five years of relevant work experience in an enterprise PMO

Portfolio Consultant Resume Examples & Samples

Follows-up on existing producers and continuing production within this group of selling Financial Advisors and institutional asset owners
Opening new opportunities by calling on Top Producing Fee Based Advisors and institutions
Acts as a communicator to all key firms within a particular geographic region to be sure that the sales management of the firm is informed as to the current changes in PowerShares products and/or new products that are added to our family of ETF
Acts as a communicator to all key firms within a particular geographic region to be sure that the sales management of the firm is informed as to sales promotion programs that PowerShares is offering in their area
Works with Divisional Sales Director to develop an assigned territory of offices/clients. Based on customer needs, designs a systematic business plan to expand sales
Activities supporting the above functions include broker sales meetings, public seminars with existing clients, one on one sales activates with key advisors and institutions
The image and actions with outside clients are key aspects. Conduct and quality of presentation must always be at very high levels
Works with Divisional Sales Director, National Accounts and Internal Wholesalers to implement a territory business plan that will expand Invesco PowerShares current market share and overall visibility
Communicates regularly with Financial Advisors and institutions by personal visits and phone/email to ensure that their needs are being met and they are up to date and familiar with our products
Works with Divisional and National Sales Directors, National Accounts, and Internal Wholesalers to resolve any account problems that may arise
Five years of sales experience and two or more years of field Wholesaling experience calling on the RIA and/or institutional channel is required
Specific ETF focus is strongly preferred
Excellent analytical and organizational skills required to determine the needs of the advisors/institutions while communicating product information and time management skills required in order to effectively meet the needs of the territories(s)

Portfolio Consultant, Senior Resume Examples & Samples

Establish a deep relationship with assigned clients in order to form a collaborative partnership
Develop and execute an ongoing growth strategy to increase penetration, activation and usage
Create benchmarks of current portfolio performance to track against
Develop ROI’s to highlight the client value associated with the growth strategy
Achieve annual penetration, activation and usage goals
Collaborate with Marketing team to develop successful marketing campaigns
Partner with Product Managers to develop new usage or adoption campaigns to fit client needs (Example: UChoose, CardValet, Risk)
Participate in client planning sessions
Facilitate quarterly client reviews (minimum), including a year-end review of campaign results and performance against benchmarks
Adjust strategy when expected results or ROI are not being met
Present summary of quarterly & year-end results for assigned clients to Card Services leadership
Support Sales and Account Management in closing/renewing client opportunities
Bachelor's degree in Business, Marketing or a related field (highly preferred), in lieu of degree will also consider equivalent industry experience
5+ years of experience in the debit and/or credit payments processing industry including data analytics, marketing, market strategy, or in a related function (required)
Strong understanding of Fiserv products (preferred)
Demonstrated knowledge of card payment services and related products, as well as the overall card industry, including competition and financial institutions
Knowledge of broader electronic payments industry and solutions
Previous experience in a highly consultative, solution-oriented environment
Excellent professional written, verbal and presentation communication skills
Demonstrated ability to conduct financial analysis, compile metrics and articulate results to relevant audience
Able to demonstrate leadership skills and live the Fiserv values
Self-motivated with the ability to effectively prioritize issues plus work independently with minimal supervision/direction with a strong sense of accountability of self and others
Results oriented with the desire and ability to push through obstacles in order to achieve goals
Solid working knowledge of Microsoft Office tools with a focus on Excel and PowerPoint
Able to effectively interact with different sized clients along with all levels of client and Fiserv staff
Travel up to 10%

Portfolio Consultant Resume Examples & Samples

Under general supervision, the Risk Analyst
Provides direct support of Fiserv clients’ card portfolio risk management programs (debit, credit, prepaid) from a risk consulting perspective
Conducts data analysis from Falcon fraud monitoring systems and make proactive risk mitigation recommendations based on the analysis and in response to customer/client inquiries
Participates in both long-term and short-term projects related to current and future risk management programs, ensuring clients’ estimated fraud loss basis points are being minimized and that rule performance is optimized
Assists management with process improvement efforts and recommend changes to risk management policies and procedures to ensure compliance with regulatory and client-based requirements
Analyzes and evaluates fraud system data integrity and makes recommendations for enhancements
Creates both client-facing and internal reports to support analytic findings
4 – 5 years of risk management, card fraud, and financial services experience
Possesses strong relationship and communication skills to ensure proper client interaction in managing fraud issues (i.e. articulating event, mitigating liability, training and documentation)
Must possess a high level of computer skills (to effectively utilize multiple EFT systems, Excel, Word and PowerPoint)
Working knowledge of workstations and database software
Ability to prepare and analyze data in a logical manner and be able to summarize findings to both a technical and non-technical audience
Must be highly motivated and eager to learn
Uses sound judgment and experience to solve moderately complex problems
Ability to independently handle a variety of responsibilities simultaneously and be able to prioritize those tasks
Ability to work productively in a team-oriented environment

Portfolio Consultant Resume Examples & Samples

Responding to client consulting requests by crafting robust portfolio analyses. Types of requests include, but are not limited to, returns-based style analysis, holdings analysis, and historical returns analysis
Partner with the Sales team to set the agenda and timeframe for creating and delivering client studies
Continually expand and deepen investment, portfolio construction and BlackRock product knowledge base. Stay abreast of current market environment and the latest relevant investment research
BA/BS required. Masters degree/CFA, or progress towards, is desirable
4-6 years industry experience, specifically strong investment management knowledge and experience. Wealth management industry experience is a plus
Strong communication skills, both verbal and written along with some client facing (investment consulting/sales) experience
Strong organizational skills; ability to multi-task, prioritize and collaborate vertically/horizontally in a fast paced environment

Portfolio Consultant Resume Examples & Samples

University graduate degree in Finance with minimum 5 to 7 years of working experience in financial market
Knowledge of investment management principles; asset allocation, risk assessment and portfolio management techniques
Relevant experience in Private Banking / Wealth Management investment advisory and portfolio counseling services will be an advantage
Ability in presenting to front line and other internal stakeholders, meeting with external clients on market outlook, asset allocation advice and unit trust funds details
Strong communication and presentation skills in English and Mandarin. Fluency in other Chinese dialects is a definite advantage
Self-motivated, with pro-active service attitude and able to work under pressure
The incumbent must be willing to travel frequently, and will be required to station in the assigned branches located in different part of the country

Portfolio Consultant Resume Examples & Samples

Responding to client consulting requests by crafting robust, customized analyses. Types of requests include, but are not limited to, detailed portfolio analyses such as returns-based style analysis, holdings analysis, and risk analysis, along with portfolio optimization exercises
Contribute to the continued expansion/development of the Portfolio Solutions offering
Partner with Sales team to set the agenda and timeframe for creating and delivering client studies. The candidate must be comfortable in a leadership role during client discussions
Continually expand and deepen investment, portfolio construction and Blackrock product knowledge base. Stay abreast of current market environment and the latest relevant investment research
6-8 years industry experience, specifically strong investment management knowledge and experience
Presence, maturity and credibility to present effectively to external investors
Experience in the wealth management industry with a good understanding of the asset management sales process as it relates to retail investors
Commercially oriented professional who can help close business; high EQ and sales orientation
Series 7 and 63/65 or 66 Required
Willingness for occasional travel a plus

Portfolio Consultant Resume Examples & Samples

Jointly work with MAMSB branch management to provide portfolio and investment advisory services to UTAs and their clients
Work jointly with UTAs to assess client's risk appetite, disclose risk features of product or service to clients, provide the suitable product or service which match clients' risk tolerance
Explain our research reports and product information to both UTAs and their clients
Represents MAMSB to conduct market outlook and fund update presentation as required
Disclose potential investment risk when providing investment advice to clients and explain different opinions to clients, if any, and to assist clients' risk assessment
Partner with branch managers to drive the unit trust business growth, and to achieve the business target assigned by the Chief Agency Officer

Senior Portfolio Consultant Resume Examples & Samples

Broad product and investment platform understanding - fully equipped to differentiate our value, products and services both to internal teams and to our clients
Exceptional sales skills; demonstrated ability to attract clients, gather assets, and work in concert with investment sales teams from a portfolio and investments perspective
Strong client service orientation attuned to the needs of high net worth and institutional investors. Ability to translate portfolio strategies and results into a compelling investment story that resonates with clients
Successful experience in presenting and defending complex ideas in front of challenging and analytical audiences
Proven track record in driving the complete sales cycle from prospecting to close
Demonstrated ability building and influencing key partnerships internally as well as promoting field adoption and engagement of sophisticated and complex investment subject matter
Commanding presence coupled with an engaging, energetic style of delivery which will differentiate US Trust and its investment capabilities in the eyes of the client
Strong ability to partner successfully
Intellectual curiosity and drive to learn with respect to markets, portfolios, and US Trust’s investment platform and capabilities
10+ years of meaningful investment experience in investment management, investment banking, research, or wealth management areas in a leading institution
Holistic platform knowledge
Deep knowledge and experience in investment and wealth strategies across all asset classes
Sophisticated understanding of capital markets, economics, and the investment management industry
Ability to influence peers, colleagues and managers across organizational lines to take action on complex, technical or sensitive topics with companywide impact
An undergraduate degree from a top-tier institution is required, preferably in business, economics, finance, engineering, mathematics, physics, statistics or a related field
An advanced degree(s) in one or more of the above fields and a CFA designation is preferred
Excellent written, verbal communication and interpersonal skills

Portfolio Consultant, Spc-westlake, TX Resume Examples & Samples

Maintaining and growing an assigned practice of high-net worth clients with Schwab Branch business partners
Developing, implementing and ongoing monitoring of Investment Policy Statements that outline investment goals and objectives, preferences and risk tolerance
Constructing and delivering customized portfolio advice with specific investment recommendations through scheduled and proactive outreach to clients
Partnering with a team of financial planners, attorneys and CPAs to offer comprehensive solutions
Active FINRA Series 7 and 66 required (or may be obtained within the first 90 days)
Three or more years advisory experience required
Five or more years in the financial services industry working directly with clients highly preferred
CFP or CFA highly preferred
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail

AMS Portfolio Consultant Resume Examples & Samples

Bachelor Degree and 5 years in Information Technology experience OR 9 years of Information Technology experience
Experience leading teams and people; teamwork and collaboration
Experience in application / software development platforms
Experience in problem management / root cause analysis
Business acumen
Problem solving and analytical thinking to addresses problems and escalates appropriately
Customer service oriented thinking
Experience in monitoring performance of Vendor providing Application Maintenance Services
Ability to simplify and standardize complex concepts / processes.IL - Chicago, TX - Richardson, OK - Tulsa

Portfolio Consultant Resume Examples & Samples

Partners with all levels of management to assemble project teams and work groups to produce deliverables required to achieve the objectives of a defined benefit program and drive alignment to the business objectives, strategies and plans. Assess impact of strategic plans impacts to ongoing or pending initiatives and coordinates any required adjustments to ensure alignment to strategy
Facilitates the development and approval of new sub-portfolio business cases; Facilitates sub-portfolio capability and release planning
Supports Annual Planning process and all portfolio management processes and standards
Manages sub-portfolio communications
Ability to build professional networks; knowledge of company's strategic direction and strengths and weaknesses; process improvement; understanding of health products
Experience in system integration
Software development life cycle methodology

Associate Portfolio Consultant Resume Examples & Samples

Providing exceptional on-going client support by handling day-to-day service requests via phone and email
Assisting clients in navigating and understanding Schwab’s website, proprietary investing tools, portfolio performance data and third-party research
Scheduling clients with their dedicated Portfolio Consultant for ongoing consultation regarding risk tolerance, asset allocation, advice strategy and how these factors impact the portfolio and investing goals
Collaborating to achieve efficient and effective practice management within a team-based environment
Active FINRA Series 7 and 66 required (or may be obtained within the first 120 days)
Two or more years experience in the financial services industry working directly with clients highly preferred
Bilingual Mandarin or Cantonese needed
General understanding of brokerage regulations and rules that govern client accounts
Demonstrated experience handling client concerns and issues with tact and diplomacy
Excellent written and oral communication skills, attention to detail
Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Must be able to develop and maintain good cross departmental working relationships

Portfolio Consultant Resume Examples & Samples

Computer, Programs and Design – Proficient in Microsoft Outlook, Microsoft Office Suite, Morning Star Data Base, Thompson Investment View Software, Style Advisor-Zephyr database, Routers, Bloomberg and Ibbotson allocation software
Requires knowledge and understanding of asset allocation concepts
Requires experience with developing and maintaining relationships with high net worth individuals and foundations
Operations Analysis — Analyzing needs and product requirements to create a design
Inductive Reasoning – The ability to combine pieces of information to form general rules or conclusions
Critical Thinking – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose the most appropriate one
Problem Sensitivity – The ability to tell when something is wrong or is likely to go wrong. It may or may not involve actually solving the problem
Time Management – Managing one’s own time and priorities to ensure the meeting of deadlines
Economics and Accounting - Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology

Portfolio Consultant Resume Examples & Samples

Discovering new opportunities by calling on Top Producing Fee Based Advisors and institutions
Acts as a communicator to firms within a particular geographic region to be sure that the sales management of the firm is informed as to the current changes in PowerShares products and/or new products that are added to our family of ETF
Works with Divisional Sales Director to develop an assigned territory of offices/clients
Activities supporting the above functions include broker sales meetings, public seminars with existing clients, one on one sales activities with key advisors and institutions

Portfolio Consultant Resume Examples & Samples

Are you interested in shaping a new business and joining a growing team in a proven financial institution?
Are you a listener? Do you want the opportunity to meaningfully help investors alleviate their investment anxieties and achieve their financial goals?
Do you want to continue to hone your expertise in the discipline of financial planning and portfolio management?
Do you want the opportunity to work with TD Ameritrade’s best clients providing tailored state-of-the-art financial planning and advisory services? Do you want to be the “expert” that clients seek out for these solutions?
Would you seek a competitive base salary but still want the opportunity for upside in your compensation based on your skills and output?
Do you want to work for a firm who is investing in cutting edge solutions to help clients meet their financial objectives in this digital age?
If the answer is yes, you want to consider this role at TD Ameritrade

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